Canvas Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Canvas Wealth Advisors’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,413	Closed	-$212K	–	196
2024 Q3	$212K	Buy	+10,413	New	+$208K	0.06%	162

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canvas Wealth Advisors's STWD Position: Q4 2024 in Review

Canvas Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 10,413 shares — an estimated $212K sold.

Canvas Wealth Advisors first reported a position in STWD in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

Canvas Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
Canvas Wealth Advisors sold 10,413 Starwood Property Trust shares in Q4 2024, an estimated $212K.
Canvas Wealth Advisors first reported a position in Starwood Property Trust in Q3 2024 and held it in 1 quarter.
Canvas Wealth Advisors's Starwood Property Trust position peaked at $212K in Q3 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on Canvas Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.